Checklists: a routine, line by line, with proof on each.

The steps, on the real screens.

1. Open Checklists. Press “New checklist”. To begin from a written one instead, press “Pick from Library”.
2. Fill Name and, as the owner, Branch. A manager’s checklist always belongs to their own branch.
3. Choose “Who fills it”. Either “A named person” or “Whoever is on a shift”. For a shift, fill Shift and also pick a Person: the checklist goes to that person when nobody is on the shift.
4. Choose “When it runs”. “Only when started”, “Every day”, or “Every week, on chosen days”. Set “Due at (India time)”.
5. Write the lines. For each line type the words under “What to check”, choose the proof (Tick, Number, Photo, File, Text or Pick one) and tick “Must do” if it cannot be skipped. A Number line shows “Lowest allowed”, “Highest allowed” and Unit. Press “Add a line” for the next one.
6. Decide on the Problem switch, then save. Tick “If a line fails, raise a Problem by itself” if you want that. Press “Save checklist”.
7. Start a run. Press “Start a run now”, choose “Who fills it” and a due time if you want one, and press “Start and get the link”. Share the link from the run page. A scheduled run is made one hour before its time, and a note tells the manager it is ready to share.
8. Review it. Open “Today’s runs”. The cards count Runs, Done, Needs review, Waiting and Missed. Open a run under “Needs review”, read each line as Pass, Fail or “Left out”, and press “Mark as checked”.